Prospection Dashboard — Dwarka Jewel

Section 2.6: up to 3 follow-ups, 5 days apart, then archived (No response) if still no reply — based on Reply Triage. Also runs automatically every morning via the "Dwarka - Prospection Follow-ups" scheduled task.

Jewelry shows / events

Show	City	Country	Region	Period	Website	Specialty	Priority

Browse-only - this seed list still needs a verification pass (some shows may have moved, merged, or been discontinued; rows flagged "Discontinued" / "To verify" are shown greyed out).

Actions

Based on contacts.xlsx — the active send pipeline (separate from the prospects directory in the tiles above; see docs/architecture-hub-3-apps.md section 2.8).

contacts from the directory

▸ Filters

		Company	Web	Social	Contact	Importing country	Exporting country	Status	Reply	Follow-ups	Last follow-up	Next follow-up	Outcome	Assigned to	Sender mailbox	Date Added

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KPI Dashboard

Based on prospects_directory.xlsx — no new data collection. Computed on demand each time it's opened (no cache).

1Response / conversion rate by country

Email Status · Final Outcome · Reply Triage · Reply Category

Prospects by importing country

Client Country · top 8 + rest

Response rate by countryEXAMPLE

(Reply Triage set) / (Email Status ≠ To contact), by country

Conversion rate by countryEXAMPLE

Final Outcome ∈ {Deal closed, Active client} / contacted, by country

Negative replies by categoryEXAMPLE

Reply Category, where Reply Triage = Negative

2Activity volume over time

First Contact Date · Last Follow-up Date · Follow-up Count

The file only keeps a snapshot (current status, most recent follow-up date), not a dated history of every send. Initial sends comes from First Contact Date (reliable, one date per prospect). Cohorts groups by first-contact week and stacks by current status — an honest substitute for a real historical trend, since no status-change log exists.

Initial sends per weekEXAMPLE

First Contact Date, grouped by week

First-contact cohorts × current statusEXAMPLE

First Contact Date week, stacked by current Email Status

3Individual performance

Assigned To

Prospects assigned & conversion rate by personEXAMPLE

Assigned To × Final Outcome

4“To review” rate

Reply Triage

Replies needing manual reviewEXAMPLE

Reply Triage = "To review" ÷ contacted

5Follow-up effectiveness

Follow-up Count · Final Outcome

A snapshot proxy, not a true dated funnel: Follow-up Count is the CURRENT count, there's no dated history of each follow-up sent — same limitation as "Activity volume over time" above.

Converted from first contact vs after a follow-upEXAMPLE

Final Outcome ∈ {Deal closed, Active client}, split by Follow-up Count = 0 or ≥ 1

6Already-client / banned rate

Email Status

Share of the base excluded from prospectingEXAMPLE

Email Status ∈ {already_client, banned} ÷ every row in the file

7Response / conversion by sender mailbox

Sender Mailbox

Response rate by sender mailboxEXAMPLE

(Reply Triage set) ÷ contacted, by Sender Mailbox

Conversion rate by sender mailboxEXAMPLE

Final Outcome ∈ {Deal closed, Active client} ÷ contacted, by Sender Mailbox

8Response / conversion by exporting country

Current Exporting Countries

Complements section 1's by-country view with Dwarka's own side (Current Exporting Countries) rather than the buyer's (Client Country). Free text, often several countries per prospect — each one counts toward every country it names.

Response rate by exporting countryEXAMPLE

(Reply Triage set) ÷ contacted, by Current Exporting Countries

Conversion rate by exporting countryEXAMPLE

Final Outcome ∈ {Deal closed, Active client} ÷ contacted, by Current Exporting Countries

9Follow-up funnel

Follow-up Count

Contacted prospects by number of follow-ups sent

Follow-up Count, grouped 0 / 1 / 2 / 3+

10Social profile breakdown

Instagram · Facebook · LinkedIn · WhatsApp

Prospects with a profile found, by network

A found value, not blank and not the "Not found" placeholder

11Contact-data completeness

Website · Email · Instagram · Facebook · LinkedIn · WhatsApp

Share of prospects with each field filled in

A data-quality read of the base itself, not a rate of any outreach activity

12Email domain status breakdown

Email Domain Status

Prospects by email deliverability check resultEXAMPLE

Email Domain Status (email_verify.py), where checked

13Average delay to first reply

First Contact Date · Reply History

Estimated, not exact: there's no dedicated "reply date" column — this is derived by reading the timestamp of the first entry in each prospect's Reply History log. Treat it as an approximation.

Average days between first contact and first replyEXAMPLE

First Contact Date → first "Reply History" timestamp

Sender mailboxes

Managed here rather than pulled from Email & Orders — its mailbox list lives behind a Google login with no service-to-service access from this app. Used to fill the "Sender Mailbox" column and filter on the prospects list.

Assignees

Who a prospect's follow-up is assigned to. Free entry (name or email) — kept local to this app, same reason as above.

Exporting countries

Options for "Exporting country" on the automatic prospect search panel (section 2.1) — used to be hardcoded to "India" only.

Template variables

The catalog offered by "Insert variable" when creating/editing a template (fix session 2026-09-12, "corrections-post-test" part B3). Client Name (company name) is protected and can't be removed. Adding a variable always picks from the real columns in prospects_directory.xlsx — never free text, so it's guaranteed to resolve for every prospect.

Banned candidates

Companies "Direct internet search" (above) already had Gemini reject on a past run — kept here so a repeat search never re-examines (or re-pays a Gemini call for) the same company, on any future search regardless of which country/query resurfaces it. Removing an entry re-opens it for future searches (for example if Gemini judged it wrong).

Company	Reason	Rejected at

KPI dashboard sections

Turn KPI dashboard sections on or off for everyone — shared, not personal, same idea as the home-screen tiles used to work before that screen was removed (see "My dashboard" below). An inactive section disappears from the KPI dashboard for every account until switched back on here.

My dashboard

Personal preference — hides a shared tile from your own home screen only; every other account keeps seeing it. The shared tiles themselves (To contact, Awaiting reply, Total prospects, etc.) are no longer editable from here (fix session 2026-09-13, "export-nav-tuiles-templates-doublons-ban" part C — the "Home tiles" management screen that used to be right below this one was removed entirely) — they keep showing on everyone's home screen exactly as they are today, just with no UI left anywhere to create, edit, or deactivate one going forward. "My own private tiles" below is the only way left to add a new tile.

My own private tiles

Tiles only YOU can see (2026-09-12) — nobody else's home screen is ever affected by these, in either direction. Each counts prospects matching ALL of its conditions (AND).

Name	Conditions	Active

Add a private tile

Name